1385 Account Opening Jobs - Page 14

We are looking for motivated and dedicated individuals to join our team as Customer Care Executives / Customer Experience Executives. If you have a background in banking, especially in customer service roles, your application will be highly preferred. Role & responsibilities: Customer Service Operations Handling Customer Queries Transaction Handling Reporting & Documentation Cash Management Customer Engagement Preferred candidate profile: Candidates with prior banking experience, especially in customer service roles, will be highly preferred Experience in handling banking transactions, customer procedures and customer service standards Strong understanding of banking procedures, and customer...

Description Business Responsibility Areas Business objectives Assist the sales team by generating and sharing accurate dealer-level sales reports as per requirement Assist dealers by making and sharing relevant sales reports, credit notes, and debit note workings, and scheme-related communication as per defined timelines Servicing Provide timely services to dealers by ensuring the availability of sales aids like shade cards, collaterals, dealer kits, etc Provide logistics and operational support to Unit level initiatives , activations and during new dealer account opening Assist sales workforce in gift settlements as per schemes closure on the system Coordinate with HR department on employee...

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Along with this, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential for you to have proficient communication, organizational, and analytical skills. Being team-oriented and having experience working wit...

Role Overview: As the National Lead for Account Servicing in Wholesale Banking, your role involves supervising Team Leaders across 5 regions and 10 offices in India. You will oversee 50+ team members servicing clients and Relationship Managers. Your primary responsibility will be to serve Corporate and Wholesale banking clients by facilitating the opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, and Nodal accounts. Additionally, you will manage the collection of documents, verification, and timely processing of Account maintenance requests such as signatory management, KYC/Re-KYC, and Term deposit requests through respective RP...

As a Telesales Specialist at Royal Monarch, you will play a crucial role in reaching out to potential clients and promoting our brokerage services and investment products. Your focus will be on customer acquisition for our Wealth Management services, particularly in opening demat and trading accounts. Responsibilities: - Engage with prospective clients through outbound calls to explain and sell the firm's brokerage services and investment products effectively. - Educate clients about various financial instruments such as equities, derivatives, and mutual funds. - Identify customer needs and provide tailored solutions to help them achieve their investment objectives. - Build strong relationsh...

Role Overview: You will be working as a customer service representative in the banking sector. Your primary responsibility will involve assisting customers with account opening, documentation, and addressing transaction-related inquiries. You will handle day-to-day banking operations such as deposits, withdrawals, cheque clearance, and passbook printing. It is important to maintain accurate records of customer transactions and update account details as necessary. Additionally, you will provide information on various bank products like savings accounts, fixed deposits, loans, and insurance to customers. Key Responsibilities: - Assist customers with account opening, documentation, and transact...

Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition thr...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Noida-1/2 Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Eligibility: Any Graduate / Postgraduate (0 11 months of experience) Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Branch working exposur...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Jaipur, Kota, Jodhpur, Bikaner Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Branch working exposure Getting training from expert banking specialis...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. H...

About The Role : Job TitleCash & Trade -Implementation (German) Corporate TitleAVP LocationBangalore, India Role Description Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes Implementing top-tier solutions for corporate clients and financial institutions. Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations. Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/service features that need to be changed to mee...

About The Role : Job TitleKYC, NCT LocationBangalore, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level ...

About The Role : Job TitleSales Coverage Support, AVP LocationMumbai, India Role Description Deutsche Banks Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients. We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposi...

About The Role : Job TitleKYC Associate LocationBangalore, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation L...

About The Role : Job TitleCash & Trade -Implementation (Japanese/Mandarin Proficient ) LocationMumbai, India Corporate TitleAssistant Vice President Role Description Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes Implementing top-tier solutions for corporate clients and financial institutions. Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations. Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/servic...

About The Role : Job TitleKYC Associate LocationJaipur, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Leve...

About The Role : Job TitleKYC Associate LocationMumbai, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Leve...

Job Description Job Title: Walk-in Interview Relationship Officer (Digital 811 Sales) Requirements: Graduate (0-2 yrs exp, freshers welcome) Age up to 27 years Bike & Android phone mandatory Role: Acquire customers for Kotak 811 Digital Savings Cross-sell bank products Field visits within city limits Salary: 2.5 to 3.2 LPA + Incentives Venue: https://ddei5-0-ctp.trendmicro.com:443/wis/clicktime/v1/query?url=https%3a%2f%2fmaps.app.goo.gl%2ftqDcQDocArKkYUGs9%3fg%5fst%3daw&umid=10743A19-3F22-6206-9B17-783E0E1CACAE&auth=bfc4fcb576afa8114c1c044df1187b17c907e598-c1007b8ed37a14216c1ff4274d568838865b4db7 Date: Tuesday, 23rd and 24th September 2025 and Time: 10:00 AM to 1 pm

Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products. KYC Documentation & Processing. Checking CKYC Compliance. Transfer, Gift and Transmission of Funds. Demat, Broking and F&O Account Opening. Demat, re-mat of shares and other securities.

Experience in managing payment processing Good understanding of SWIFT Good understanding of Sanctions Understanding of clearing Should have handled and have a good understanding FX for payments. Liquidity management Good understanding of MT103, MT101 and statement handling Understanding SWIFT GPI or any banking channels will be an added advantage. Preparation / Review of payments Review banking payments input by others and ensure accuracy and timely delivery of the end-to-end process to the local business teams. Perform client administration duties such as maintaining databases of statutory or regulatory data, identifying gaps in process and process improvements.

We are looking for a detail-oriented and experienced Client Accountant SWIFT Payments to manage and reconcile international client transactions using SWIFT payment protocols. The ideal candidate will have a strong accounting background combined with hands-on experience in global payment processing and financial compliance. Key Responsibilities: Handle end-to-end accounting and reconciliation of client accounts related to SWIFT-based international payments. Process cross-border payment transactions, ensuring accuracy and compliance with banking regulations. Monitor incoming and outgoing payments, validate SWIFT messages (MT103, MT202, etc.), and resolve discrepancies. Coordinate with internal...

Role Overview: We are seeking a skilled Client Accountant with hands-on experience in SWIFT payment processing to manage client transactions, perform reconciliations, and ensure accuracy in cross-border financial operations. This role demands precision, compliance awareness, and strong communication with both internal teams and external banking partners. Key Responsibilities: Manage client accounting entries related to international payments. Process and monitor SWIFT transactions (MT103, MT202, etc.) accurately and on time. Reconcile payment confirmations, identify discrepancies, and resolve issues. Collaborate with banks and internal teams to track and validate payment flows. Ensure compli...

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility is to manage relationships with branch staff and heads to leverage branch customers in achieving sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs by providing financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. Key Responsibilities: - Drive productivity and manage acquisition costs - Ensure compliant sourcing processes - Build and nurture relationships with branch managers, key employees, and Regional Managers - Update branches on approvals, declines, incentives earned, and provi...

As a Business Development Manager for Current Accounts and Savings Accounts, your role involves mobilizing business and driving both numbers and value. Your responsibilities include: - Recruiting and regularly training team members - Organizing various lead generation activities for your branch - Serving as the one-point contact for team members in case of customer grievances - Accompanying team members on calls when meeting important clients Your key duties also include ensuring: - Quality of services provided meets set standards - All defined parameters for opening new accounts are met, including collection of necessary documents and IP cheques - Guiding team members on adherence to KYC no...

Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to a...